Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,458 $1.19M 0.27% -600 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,453 $1.19M 0.09% -10,425 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,444 $1.19M 0.3% -631 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,439 $1.19M 1.09% -191 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,435 $1.18M 0.07% +1,081 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,432 $1.18M 0.12% -180 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,428 $1.18M 0.32% +258 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,428 $1.18M 0.05% -126 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,417 $1.17M 0.15% +286 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,416 $1.17M 0.15% -1,536 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,413 $1.17M 0.35% -13 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,145 $1.17M 0.01% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,410 $1.17M 0.2% 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,398 $1.17M 0.02% -40 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,396 $1.16M 0.98% 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,386 $1.16M 0.3% -16 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,385 $1.16M 1.13% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,376 $1.15M 0.24% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,374 $1.15M 0.07% +1,689 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,372 $1.15M 0.02% +901 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,371 $1.15M 0.3% -356 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,363 $1.15M 0.53% +2 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,362 $1.15M 0.34% +4 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,358 $1.15M 0.1% +49 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,355 $1.14M 0.07% -588 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,350 $1.14M 0.61% 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,339 $1.14M 0.05% +28 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,332 $1.13M 0.41% -25 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,325 $1.13M 0.29% -10 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,318 $1.13M 0.55% -18 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,304 $1.12M 0.19% +583 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,300 $1.12M 0.06% -815 13F-HR Timeline Group W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,300 $1.12M 0.02% +365 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,288 $1.11M 0.07% -15 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,287 $1.11M 0.4% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,286 $1.11M 0.15% -37 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,285 $1.11M 0.1% +1,029 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,283 $1.11M 0.1% +638 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,282 $1.11M 0.33% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 2,274 $1.11M 0.63% -45 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,274 $1.11M 0.04% +38 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,273 $1.1M 0.1% +235 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,272 $1.1M 0.51% -15 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,284 $1.1M 0.55% -20 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,267 $1.1M 0.14% -15 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,261 $1.1M 1.04% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,256 $1.1M 0.5% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,243 $1.09M 0.67% +25 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,241 $1.09M 0.04% -477 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,239 $1.09M 0.19% +33 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,231 $1.08M 0.36% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 2,230 $1.08M 0.76% +76 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,224 $1.08M 0.04% +21 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,223 $1.08M 0.07% +10 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,202 $1.07M 0.11% +155 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,196 $1.07M 0.95% 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,195 $1.07M 0.32% -29 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,192 $1.07M 0.05% +41 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 2,191 $1.06M 0.5% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,186 $1.06M 0.44% +4 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,185 $1.06M 0.67% +22 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,184 $1.06M 0.11% +69 13F-HR/A Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,178 $1.06M 0.11% +200 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,181 $1.05M 0.11% +734 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,166 $1.05M 0.1% -1,737 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,164 $1.05M 0.17% -5 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,162 $1.05M 0.27% -21 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,158 $1.05M 0.09% +32 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,158 $1.05M 0.57% +170 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,157 $1.05M 0.18% -36 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,147 $1.04M 0.04% -437 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,146 $1.04M 0.02% +190 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,144 $1.04M 0.02% +93 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,140 $1.04M 0.47% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,138 $1.04M 0.11% +1 13F-HR Timeline Trust Co More: the full row for Trust Co 2,135 $1.04M 0.12% +832 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,131 $1.04M 0.5% +75 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,131 $1.04M 0.06% +9 13F-HR/A Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,130 $1.04M 0.05% +44 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 2,129 $1.03M 0.5% +14 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,124 $1.03M 0.69% +45 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,121 $1.03M 0.07% +21 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,119 $1.03M 0.22% +267 13F-HR/A Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 2,118 $1.03M 0.48% +107 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,112 $1.03M 0.19% -5 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,109 $1.02M 0.43% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,109 $1.02M 0.42% +133 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 2,099 $1.02M 0.66% +95 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,096 $1.02M 0.82% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,094 $1.02M 0.5% +15 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,091 $1.02M 0.03% -103 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,091 $1.02M 0.17% +33 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,087 $1.01M 0.07% +72 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,085 $1.01M 0.26% -100 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,078 $1.01M 0.41% -103 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,074 $1.01M 0.07% +739 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,067 $1M 0.32% +55 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,984 $1M 0.16% -356 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,059 $1M 0.18% +45 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,059 $1M 0.06% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,052 $997K 0.09% +175 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,050 $996K 0.46% -144 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,046 $994K 0.38% -190 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,038 $990K 0.32% -8 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,033 $988K 0.14% +91 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,030 $987K 0.07% -104 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,032 $986K 0.33% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,024 $984K 0.05% -821 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,024 $983K 0.39% -66 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,022 $983K 0.12% -92 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,020 $982K 0.03% -266 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,020 $982K 0.02% +20 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,019 $981K 0.31% +79 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,677 $980K 0.32% -35 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,006 $975K 0.68% +348 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 2,004 $974K 0.27% new 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 2,002 $973K 1.15% -7,043 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,001 $973K 0.15% -99 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,000 $972K 0.36% 0 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 2,000 $972K 0.94% 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 2,000 $972K 0.72% 0 13F-HR Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,000 $972K 0.04% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,990 $967K 0.03% -149 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,988 $966K 0.05% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,983 $964K 0.08% +515 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,982 $963K 0.03% -82 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,979 $962K 0.85% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,977 $961K 0.47% -268 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,976 $960K 0.16% -26,138 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,974 $959K 0.81% 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,971 $958K 0.03% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,966 $955K 0.02% +249 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,961 $953K 0.75% 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,957 $951K 0.48% +84 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,951 $948K 1.02% +46 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,949 $947K 0.59% 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,949 $947K 0.26% +2 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,944 $945K 0.24% +24 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,943 $944K 0.04% 0 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 1,936 $941K 0.29% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,928 $937K 0.11% +90 13F-HR Timeline City State Bank More: the full row for City State Bank 1,927 $936K 0.33% +5 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,943 $936K 0.21% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,915 $936K 0.75% -9 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,935 $935K 0.26% 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,919 $933K 0.43% -55 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,910 $928K 0.07% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,902 $924K 0.09% +38 13F-HR/A Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,900 $923K 0.25% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,895 $921K 0.1% -68 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,889 $917K 0.06% +16 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,881 $914K 0.08% +33 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,877 $912K 0.66% -4 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,876 $912K 0.52% +10 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,875 $911K 0.35% +43 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,866 $907K 0.12% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,936 $906K 0.39% 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,863 $905K <0.01% -154 13F-HR Timeline Group Savoie Capital LLC More: the full row for Savoie Capital LLC 1,863 $905K 0.11% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 1,853 $900K 0.4% -15 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,850 $899K 0.01% +597 13F-HR Timeline Group Geller Advisors LLC More: the full row for Geller Advisors LLC 1,849 $899K 0.06% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,849 $899K 0.26% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,848 $898K 0.42% -10 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,848 $898K 0.28% -5,745 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,096 $896K 0.89% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,845 $896K 0.06% -4,384 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,844 $896K 0.06% 0 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,875 $893K -29 Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,830 $889K 0.1% -246 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,519 $888K 0.29% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,827 $888K 0.29% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,822 $885K 0.56% 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,822 $885K 0.1% +21 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,819 $884K 0.5% -339 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,817 $883K 0.33% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,816 $883K 0.1% -99 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,815 $882K 0.73% 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,809 $882K 0.13% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,814 $881K 0.72% -58 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,813 $881K 0.73% +114 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,813 $881K 0.07% +755 13F-HR/A Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 1,812 $881K 0.87% +1,700 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,806 $878K 0.37% new 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,810 $876K 0.39% -100 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,800 $875K 0.56% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,799 $874K 0.02% +10 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,798 $874K 0.29% +33 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,795 $872K 0.64% 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,794 $872K 0.06% -89 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,792 $871K 0.36% +2 13F-HR/A Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,791 $870K 0.72% -32 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,790 $870K 0.14% +50 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,790 $870K 0.44% -50 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,786 $868K <0.01% +316 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,279 $865K 0.49% -2,317 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,779 $865K 0.08% +40 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,776 $863K 0.15% +41 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,775 $863K 0.06% +11 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,773 $861K 0.34% +67 13F-HR Timeline